Client Level Table, Risk Level Table | Toshiba Electric Keyboard

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Symphony Pro User Manual 2.0.2.15

4.7.2Client Level Table

Customer Level Table Programming

NOTE: Account Related Maintenance is an optional module availalable from your Authorized TEC Dealer. If this module is not purchased in addition to the Symphony Pro Software the following options are not available.

Customer levels are used to assign accounts to a "level" for pricing or discounting. An unlimited number of customer levels can be created.

This example shows a Customer Level table record.

Level Number: Enter the level number to be programmed.

Description: Enter a brief description of this customer shopper level (Regular, gold card, super- saver, etc.)

Price level: Enter the price level that members of this customer group will receive.

Discount: Enter the discount that members of this customer level will receive on discountable products.

4.7.3Risk Level Table

Risk level Table Programming

NOTE: Account Related Maintenance is an optional module availalable from your Authorized TEC Dealer. If this module is not purchased in addition to the Symphony Pro Software the following options are not available.

Risk levels are required to establish credit parameters and check cashing privileges. An unlimited number of Risk levels can be created. An unlimited number of customer records can be assigned to each risk level. This feature is not supported by the TEC ECRs.

© 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.0a

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Toshiba Electric Keyboard owner manual Client Level Table, Risk Level Table, 110, Customer Level Table Programming

Contents

Toshiba TEC America Page Table of Contents 106 114 Part File Maintenance Utility Part V Report SystemPart VI Entry Module Part VII View Log Part 181 Limited Warranty Limited WarrantySymphony POS Software Phone no 449-3040 FAX 770 About Symphony Pro application OverviewData Storage Security Navigating the Symphony Pro Application Using the mouse Using the keyboardNavigation Printing Help as a Manual To print the entire paper manual Understanding CommunicationsPolling Process Data Maintenance Daily Maintenance ProcessMonthly Maintenance Process Controlling Database Size Backups Are Important Symphony Pro Data BackupPhysical Backup Protecting Your Data Symphony Pro Main Menus File MenuSymphony Pro Main Menus Main Menu Symphony Pro File Menu Options LoginLogging into the System Setting the Language LogoutLanguage Logging off the system View Internal Process Whats Happening behind the scenesView internal process Viewer Display This example shows the Internal Process viewer Status bar and control buttonsStatus Bar Buttons Files Menu View menu View Polling Status View Polling ProcessThis example shows the Polling Process viewer Menu Options Forcing Commands Execute Command FileViewer Display windows Other Tasks Deploy Individual FileSending Information From One Database Table Basic Symphony Pro Set Up Information Configuration PanelThis example shows the Deploy one file table selection tool Company Company Tab Settings System System Tab Settings TO=STORE103 This example shows the Configuration panels System tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Misc Misc Tab Settings This example shows the Configuration panels Misc tab Host Host Tab Settings Host data communications This example shows the Configuration panels Host tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a This example shows the Configuration panels Cleanup tab Cleanup Cleanup Tab SettingsNumber of days to keep individual terminal Load Files Load Files Tab Settings Number of days to keep successful logNumber of days to keep all log Number of days to keep processed files This example shows the Configuration panels Load Files tab Because it will be overwritten Security Security Tab Settings Security System Overview Establishing access levels To assign security levels This example shows the Configuration panels Security tabThey can modify, add or delete it Send urgent message to Symphony Pro Date ConversionCalendar and Date Conversion Utility Julian Date Using the Messages Utility MessagesUnix Date Messages Utility Show Tips ExitShow Tips Symphony Pro File menu Option Exit the Symphony Pro Application Modules Menu Modules Menu Options Special Menu Options What is it for? SpecialHelp Symphony Pro Desktop Icon shortcuts Symphony Pro Maintenance Application Overview Maintenance ApplicationVersion numbers This example shows the Maintenance applications Desktop Maintenance Main MenusMaintenance Menus and Icons Overview Maintenance Application Common Data Edit ToolbarsCommon Data Table Toolbar Top Bar Tools Viewing Data Table Contents Displaying Data Lists Maintenance Application SQL Command File Menu Overview Item Options Item Maintenance UtilitiesItem Table File Menu Options Terminal table help pages in this manual Maintenance Application Other File Options Other Dynamic File Menu Options Edit Menu Overview Edit MenuEdit Menu Item Options Other Edit Options Other Dynamic Edit Menu Options PLU Menu PLU Menu Option s Item Tables Item Table Tabs and Fields Quick Tab Item PLU Maintenance Quick T ab This example shows the Item table editor Editing the Quick Tab Editing the Quick Tab This example shows the Item tables Quick tabMoving existing fields within the quick Adding fields to the quick Object Tab Item PLU Maintenance Object Tab This example shows the Item tables Object tab POS Tab Item PLU Maintenance POS Tab This example shows the Item tables POS tab Maintenance Application Price Tab Item PLU Maintenance Price Tab This example shows the Item tables Price tab Active and Next prices Suggested Retail and Sale price Programming Maintenance Application Margin vs. Markup Comparison Chart If you have selected to use Markup Maintenance Application Margin Markup Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Rental Items Toshiba TEC America America Retail SYSTEMS, INC. R1.0a This example shows the Item tables Cost tab Regular Cost Section Cost Break Section Maintenance Application This example shows the Item tables Inventory tab Sales Tab Item PLU Maintenance Sales Tab This example shows the PLU weekly Sales tab Image File Naming Convention Required POS Setup Maintenance Application Image Type and Size RestrictionsECL tab Creating Electronic Coupon links Meal deal or Combo pricing ECL qualifying record Type Number. not implemented as of June Cumulative PurchasesMethod Qualifier Kit tab Creating kits Maintenance Application Building the kits Setting a Filter Working With ItemsWorking with Items Overview Filtering with an Alphanumeric Field Filtering with a Currency Field This example shows the Filter setting toolFiltering with a Logical Field Combining Filters and Global Modifications This example shows the item creation options Adding New Items by CopyingOptions Removing Items Deploying Modified Items Sending Changes to Targets Rental Items Controlling Rental Items Symphony POS Setup module showing the Rent Tab Rent Tab Item Label Setup Linking Items with Labels Sub-department Table Sub-department Overview Sub-department ProgrammingSub-Department Table Settings This example shows a Sub-department table record Maintenance Application Department Programming Department Table Settings Department TableDepartment Table O verview This example shows a Department table record Maintenance Application Table Programming Overview Other Item Related TablesBottle Link Table Bottle Link Programming This example shows a Bottle Link table record Environmental fee Tare Table Tare Table Programming This example shows a Tare table recordCategory Table Category Table Programming This example shows a Category table record Mix & Match Table Mix & Match Table Programming This example shows a Price Level table recordThis example shows a Mix & Match table record Reference field, it does not print on the register receipt Vendor Table Vendor Table ProgrammingThis example shows a vendor table record Scale Table Scalable Item Table Programming This example shows a Scale table record Scale Table Fields Price Modifier Net Weight Creating and Using BatchesBatches 100 Adding new Batches Maintenance Application 101Adding records items to the batches Setting the Price 102Changing the Field Order Posting Batches Statistics This example shows the Statistics Data testing panel 104 Maintenance Application 105 Account Related Maintenance Customer Maintenance Application 107 This example shows a Customer table record 108 Contact Maintenance Application 109 Associating a Photo with a Customer Client Level Table Risk Level Table110 Customer Level Table Programming Maintenance Application 111 This example shows a Customer Risk Level table record Discount Account view112 Maintenance Application 113 Custom messages Register Menu Register Menu Options Maintenance Application 115 Operator TableOperator Table Programming This example shows an Operator table record Functions Table 116Information Fields Function Table Programming This example shows a Function table record Maintenance Application 117Alpha Parameters 118 Totalizer Link List Maintenance Application 119 120 Totalizer Table Maintenance Application 121Totalizer Table Programming 122 This example shows a Totalizer table record Terminal Table Maintenance Application 123Terminal Table Programming Adding terminals automatically 124 Terminals and GroupsAdding terminals manually Maintenance Application 125 126 Maintenance Application 127 Gift CertificatesSample terminal list Terminal groups at Headquarters This example shows a Gift Certificate table record Navigation MenuMemorizing the Item Tables Tab Order Maintenance Application 129 Controlling the Maintenance DesktopTransfer Menu Windows Menu Default Symphony Pro Reports List of Default ReportsReport System Report Types Report System 131 Report Selection Controlling ReportsRight Click Menu Report Selection Utility Report System 133 This example shows the Report Selection UtilitySelecting a Report Bottom bar Buttons Using Reports Opening ReportsReports Without Dates This example shows the Report Target Selection utility Report System 135 Report Periods Viewing Reports Report ViewerReport Viewer Options Default report printer Setting a default printer for reportsSetting a different printer for specific reports Report printing Generating Item or Shelf Labels Printing LabelsSelection prompt window This example shows the Label selection box Report System 139First Label Selection Other Label Printing Options 140Defining the label printer Report Properties Report Properties Panel 142 Report Properties Panel Options Report System 143 Report Sections Modifying Symphony Pro Report SQL Code Report SQL EditorReport SQL Editor Window Entry Module Report System 145Tool Bar Tools Entry Module Overview 146 This example shows the Entry applications Desktop Purchase Orders Entry Module 147 View Menu OptionsCreating Purchase Orders This example shows the Purchase Order selection tool 148 Entry Module 149 Automatic Generation of a P/O Receiving Stock Stock Receiving Without a Purchase Order Entry Module 151 This example shows a Manual Receiving screen Receiving Stock using a Portable Device 152Receiving Stock from a Purchase Order Printing your stock transaction Counting and Adjusting Stock Inventory AdjustmentsEntry Module 153 Counting Inventory Transfer Other Entry Options Entry Module 155 Pickups and LoansWorking with Cashier Pickups, Loans and Declarations 156 View Log Entry Module 157View Log Utility This example shows the System Log viewer Logs and Messages Viewing Logs and Messages Urgent Messages Unprocessed FilesView Log 159 Viewing Urgent Messages Using the Electronic Journal L-Tracker Electronic Journal L-TrackerElectronic Journal Utility This example shows the Electronic Journal Basic version Electronic Journal L-Tracker 161 162 Electronic Journal L-Tracker 163 Events / TasksEvents / Tasks Utility 164 Navigating Command DirectoriesThis example shows the Events / Task utility Programming Events Events / Tasks 165Modifying / Adding / Automating Tasks Task Editor This example shows the Task Editor programming 166 Repeating Cycle Using Command directories Events / Tasks 167Adding / Removing Tasks Changing the Events / Tasks List Order Monitoring Utility 168Watching the Front End This example shows the stand alone Monitoring utility Form Manager Monitoring Utility 169Monitoring Statistics This example shows a sample of Monitor Statistics Template Editor Symphony Pro Report Template FilesSymphony POS Form Template Files Shelf and Item Labels Form Manager 171 Template Objects Object Right Click Menu ToolsTop Bar Tools and Options Form Manager 173 Menus This example shows the Form Managers label page setupForm Manager Main Menus File Menu This example shows the Form Managers page setup ConfigurationForm Manager 175 Records 176 This example shows the Form Managers Object Inspector File Maintenance Utility 177 File Maintenance UtilitySymphony Pro File and Database Maintenance Utility 178 About Data Table Backups Creating An Automated Backup File Maintenance Utility 179 When and How to Use the Data Table BackupsTo restore a file from a backup View File Properties and Contents Re-indexing Tables 180Re-Indexing Operation File Maintenance Utility 181 Why and How to use the Pack CommandGlossary Glossary of Terms 182 Glossary 183 Back Cover